Matthew Condit

@MarkTheLaird @Omeloparece Listen to Anthropic and Googles CEO’s, they are losing revenue due to lack of compute Mark, be patient, they own the bottleneck. If waiting allows better terms and gets you an even larger pre-payment, the wait will be worth it.

@Omeloparece The validity of this only lasts so long, before the pendulum swings to caution as executives start to question as to why no deals have been wrought by their competitors with $IREN. Regardless, I truly hope you are correct.

$IREN The time is NOW for a deal. As a shareholder I am getting impatient. Our assets on paper should warrant all hyperscalers to scramble for a deal with us as a no brainer. The lack of a deal is starting to point to seeming vulnerabilities and weakness in our offerings.

@DannyDayan5 @NickTimiraos Don’t we all acknowledge that the data is lagged on the upside and downside. And every time the fed needs to adjust rates, they are either too late to raise or cut. Maybe it’s because we aren’t using more real time data to make policy decisions

@NickTimiraos Serious Question - Can they Fed just keep redefining inflation to whatever is the lowest and get away with it while sentiment surveys are at 100 year lows over high prices?

At his confirmation hearing, Warsh dismissed core PCE as "rough swag" and said he'd prefer to focus on better gauges of underlying inflation like median or trimmed mean. This got attention because Dallas Fed trimmed mean was 2.3% in February (y/y)—well below core PCE at 3.0%.

@WarrenPies @nickgiva1 Don’t disagree, but the people asking the questions are unserious people just looking for sound bites

All platitudes and evasiveness...sprinkling in non-sequiturs. Below is a nice example. The Fed needs to go from getting "one cheer" or "two cheers" to "three cheers." Then, a nebulous reference to reform...pure word salad. Technically, the focus on balance sheet is clearly designed as a scapegoat to allow him to cut rates but reassure that he is "solving" inflation...makes no sense. Of course, congressional economic illiteracy facilitates this kind of vapid testimony. Also, can't tell if you were being sarcastic (e.g. suit color) but vibes are off...you have to be able to read people. In the context of everything he has ever done, he is clearly focused on saying whatever gets him the job. Just my 2cents...

This Q&A just solidifies that Warsh will be a significant downgrade from Powell.

@BourbonCap One time breakup fee included there

$NFLX EPS is up 85% YoY the stock is down 10% today fascinating behavior Mr Market

@charliebilello Read the phase out ranges Charlie, very misleading post

American households age 65–74 have over 10x the net worth of those under 35. The "Big, Beautiful Bill" gave a $6,000 bonus standard deduction - exclusively for taxpayers 65 and older. Is that really where the help is most needed?

@spacanpanman @StockSavvyShay Does it really matter, he just put $11.9M of his own cash into purchasing shares.

@StockSavvyShay Those aren't open market buys, which would be denoted by "P"

@LogicalThesis Valid request

Can we also adjust for the fact that $SPY is much higher now There are more assets by market cap now There are more dollars in circulation We more than doubled the national debt in the last 6y At least adjust it for inflation so the magnitude is relative

@MoMoMacro If you game it out, sustained high prices or even ramping prices start to price in economic downturn and push yields down, maybe not this week but not far away. Or you get negotiations and de-escalation, which should have algos drive down oil and yields…..

Everyone celebrating the Friday bounce but nobody is looking at the 10Y... it just ripped 30 bps in two weeks to 4.28. Bond market is telling u inflation isnt done. Oil still at $100. Hormuz still closed. S&P at 6,632... new 2026 low. Nasdaq broke its 200-day. Third straight losing week. Fed meets Tuesday. Market pricing ONE cut all year... December. Powell leaves in May and nobody knows what Warsh does. Private credit is UNRAVELING. Morgan Stanley gated. BlackRock gated. Cliffwater returning 50 cents on the dollar. This is not a pullback... this is a regime change.

@charliebilello How does 2022 look when added

Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years.

@bert_gilfoyle Bert, did mgmt say anything about having to replace some batteries in the field during Q4?

$EOSE Red daily candle. First since the big drop after earnings. No confirmation of trend yet. 🤷🏻‍♂️

@fiscal_ai Way to sensationalize, couldn’t use “invest”

Oracle has now burned $25 billion over the last 12 months. $ORCL

@RyshabTalks P/S is not as valuable when a company has 84% EBITDA margins and 67-68% NI margins with both growing 45-50%

Is $APP expensive here? I am not sure. P/FCF looks cheap. P/S looks expensive. And EV/GP/NTM Growth seems expensive too. What are we all thinking.

@CernunnosCap @jtaquino002 Good lord you people are stupid, they aren’t offering 6 billion of shares this week. They are setting it up and can do it in the future, possibly at higher share prices and even do it incrementally, which would cause much less dilution

@jtaquino002 Yep. 44% dilution is insane 🤯 But guess it’s normal for $BTC DATs/mining companies. But it’s not a $BTC mining company anymore. Seems like $IREN is going through an identity crisis.

$IREN just upped the offering to a massive $6 BILLION🚨 That’s 👨‍🚀 astronomical dilution just to fund outdated GPUs. Meanwhile, companies like $NBIS (Nebius) are building the actual future with modern AI clusters. They skipped the Ruben chips for this? The "Delulu Bois" are working overtime while @mikealfred pumps. 📉 Brace for more. $CIFR $HUT $BITF $MARA $CRWV

@edge_of_power Getting it setup doesn’t mean they are selling shares tomorrow, it will be available for future use, hopefully at much higher prices with less dilution, and contract in hand

@JonahLupton Based on numbers on koyfin, they are projecting TMDX adj. EPS to drop from 2.63 in 2025 to 2.50 in 2026, does that square with your analysis?

$TMDX flight tracker update... 29.2 flights per day in January 28.5 flights per day in February (with lots of bad weather) 38.8 flights per day in March (through 2.6 days) Q1 will definitely be a record quarter... I think there's a very good chance we see $180M+ revenues in Q1, a good chance we see $185M+ revenues in Q1 and an outside chance we see $190M+ revenues if Q1. In order to get to $190M+ revenues in Q1, we'd need to average approx 33 flights per day in March.

@LogicalThesis @junerannosaurus I will nibble on both daily if they are down

@junerannosaurus Let it bottom first

There's been a lot of $SE bottom calling on here for months Another -20% today Now -60% from the highs Sheesh

@JonahLupton @HenrikKumblad That is what I came to as well

@mattcondit @HenrikKumblad $TMDX reported $105.4M in Q4 net income, helped by $83.8M tax benefit... take that out and you have $21.6M of Q4 net income which is 13.4% net income margins based on $160.8M of revenues

Very strong earnings report from $TMDX Q4 revs of $160.8M, up +32% YoY Q4 eps of $0.63 (basic), up +231% YoY Q4 eps of $0.53 (diluted), up +179% YoY 2025 revs of $605.5M, up +37% YoY 2025 net income of $107.5M, up +203% YoY $TMDX gave CY2026 revenue guidance of $727-757M which implies 20-25% YoY growth or 22.5% at the midpoint. Keep in mind, 12 months ago when $TMDX gave their initial CY2025 guidance they started at 22.5% (midpoint) yet they ended up doing 37%. I don't know if $TMDX can do 37% revenue growth again in CY2026 but I'm very confident they'll do at least 30-35%. Anyone that's followed this company the past few years would understand this because Waleed always sandbags guidance. If he's starting at 20-25% then it means $TMDX can get to 30-35%. Assuming $TMDX does 32.5% revenue growth this year, it would put CY2026 revenues at $802.3M which means $TMDX is currently trading at 5.7x NTM revs and 22x NTM ebitda. $TMDX is 30-40% undervalued when you consider their fundamentals, margin expansion, international growth opportunities (Europe & Asia-Pacific), their NOP network and their IP portfolio for OCS including nextgen OCS 2.0 machines (currently in trials). NFA. DYOR. *I own $TMDX personally and so does @FirstWaveFund

@mathlonning Not sure what site you use, but Koyfin has q4 net income at 2M and adj eps at .05, which is incorrect. It should be 21.6M and .63 eps after backing out the 83M one-time tax adjustment

$TMDX with price target upgrades across the board after the blowout quarter. Stock has reacted negatively today, which may be an opportunity.

@JonahLupton @HenrikKumblad Had me scratching me head

@mattcondit @HenrikKumblad yes that number is incorrect

@JonahLupton @HenrikKumblad I use koyfin and they have Q4 net income at $2M and adjusted EPS at .05, i know there was a one-time tax impact that made the reported number higher, but this is incorrect right?

@HenrikKumblad Perhaps, the people selling today don’t realize they always start with conservative guidance.